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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,164 | $101,778-93.9% | $164,975-96.3% | $80,925-92.4% |
| Participation rate | 29.6% | 71.8%-42.3pp | 78.6%-49.0pp | 67.7%-38.1pp |
| Annual return | 6.57% | 16.73%-10.2pp | 70.12%-63.6pp | 35.65%-29.1pp |
| Employer contribution / active EE | $1,999 | $2,954-32.3% | $4,343-54.0% | $2,756-27.5% |
| Participant deferral / active EE | $970 | $4,477-78.3% | $6,033-83.9% | $4,299-77.4% |
| Admin fee / account holder | $28,630 | $8,221+248.2% | $12,688+125.6% | $6,940+312.5% |